TOP 30 Best Investment protection strategies in Rochester, New York

Ciccarelli Advisory Services is a leading finance institution located in Rochester, New York. Our team of experienced financial advisors provides personalized investment strategies and wealth management solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we are committed to delivering exceptional service and expertise to our clients. Visit us at 110 Linden Oaks to learn more about how Ciccarelli Advisory Services can help you secure your financial future.

Philip Serafine - RBC Wealth Management Financial Advisor is a reputable finance institution located at 80 Linden Oaks in Rochester, New York, United States. As a financial advisor, Philip Serafine provides expert guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment solutions, clients can trust in Philip Serafine's expertise and dedication to helping them secure their financial future.

Fien Capital Management LLC is a leading finance institution located at 110 Allens Creek Road in Rochester, New York, United States. Our team of experienced professionals specializes in providing expert financial management services to help clients achieve their investment goals. With a focus on personalized solutions and strategic planning, we are dedicated to helping our clients navigate the complexities of the financial markets and make informed decisions to secure their financial future. Contact us today to learn more about how Fien Capital Management LLC can help you reach your financial goals.

The Sime Messerino Group at Morgan Stanley is a leading financial institution located at 300 Linden Oaks in Rochester, New York, United States. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic investment planning and tailored financial solutions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Sime Messerino Group is committed to delivering exceptional service and expert guidance to help you navigate the complexities of the financial market. Contact us today to learn more about how we can help you secure a brighter financial future.

National Life Insurance Co is a reputable insurance agency located at 15 Prince Street in Rochester, New York, United States. With a focus on providing comprehensive life insurance policies to individuals and families, National Life Insurance Co is dedicated to helping clients protect their loved ones and secure their financial future. Their team of knowledgeable agents is committed to offering personalized service and guidance to ensure that each client gets the coverage that best fits their needs. Trust National Life Insurance Co to provide reliable and trustworthy insurance solutions for peace of mind.

Vespoke - Wealth Management is a finance institution located at 120 Allens Creek Road in Rochester, New York, United States. We specialize in providing custom tax-smart wealth management strategies to help our clients optimize their resources for financial success. Our team of professionals is dedicated to exploring all aspects of your financial life and creating personalized solutions to meet your goals. As an Avantax affiliated Financial Professionals, we adhere to strict registration requirements and offer a range of investment, advisory, and insurance services. Our goal is to ensure that you have access to the best financial products and services available, tailored to your individual needs.

Bobby Insurance Agency, Inc. is a reputable insurance agency located at 69 Empire Boulevard in Rochester, New York, United States. We offer a wide range of insurance products and services to meet the needs of individuals and businesses alike. Our experienced agents are dedicated to providing personalized and comprehensive coverage options to ensure our clients are protected in all aspects of their lives. Contact us today for expert guidance and peace of mind when it comes to your insurance needs.

Edelman Financial Engines is a finance institution located at 350 Linden Oaks in Rochester, New York, United States. They specialize in providing comprehensive financial planning and investment management services to help individuals achieve their financial goals. With a team of experienced financial advisors, Edelman Financial Engines offers personalized solutions tailored to each client's unique needs and circumstances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edelman Financial Engines can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Tom Gervais - State Farm Insurance Agent is located at 4124 West Henrietta Road, Rochester, New York, United States. This insurance agency offers free onsite parking and is conveniently located one mile south of Marketplace Mall. Whether you need renters insurance for your off-campus apartment or are looking for auto, home, or life insurance quotes, Tom Gervais and his team are here to provide exceptional customer service. With over 15 years of experience as a State Farm Agent, Tom Gervais is a Chartered Life Underwriter and a graduate of Rensselaer Polytechnic Institute. The office serves Rochester, Henrietta, West Henrietta, Rush, Avon, Caledonia, and surrounding communities with personalized attention and a commitment to helping customers protect their assets and achieve their financial goals. From rural road driving safety tips to retirement investment advice, Tom Gervais - State Farm Insurance Agent is dedicated to providing valuable information and well-designed insurance products to meet the needs of each individual customer. Contact the office for a free quote today and experience the remarkable customer service that sets Tom Gervais apart from the rest.

Alliance Advisory Group is a leading finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York. Our team of experienced professionals is dedicated to providing personalized financial planning and insurance solutions to help our clients achieve their goals. Whether you are looking to secure your financial future, protect your assets, or plan for retirement, Alliance Advisory Group is here to help. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.

Welcome to HUNT Real Estate ERA, your premier real estate agency located at 8196 Oswego Road, New York 13090. Whether you're a first-time homebuyer or a seasoned investor, we are committed to guiding you through the complexities of the real estate market with ease and expertise. At HUNT Real Estate ERA, we believe in highlighting the benefits of homeownership while addressing any future challenges. Our experienced team is dedicated to providing you with the top reasons to hire a real estate professional, ensuring that you have the most important resource at your side when buying or selling a home in today’s dynamic market.

Angelo Planning Group, LLC is a finance institution located at 2590 Brighton Henrietta Town Line Road in Rochester, New York, United States. They specialize in independent financial planning, helping clients grow and protect their investments. Services offered include investment management, estate planning, advisory services for retirement accounts such as 401(k), 403(b), and 457, as well as college savings, disability insurance, life insurance, and various investment options like stocks, exchange-traded funds, and mutual funds. The firm aims to provide objective and unbiased advice to clients, building strong relationships based on trust. Registered representatives offer securities through America Portfolios Financial Services, Inc., while investment advisory products/services are offered through American Portfolios Advisors Inc., an SEC Registered Investment Advisor. Angelo Planning Group is independent of both entities. Their team of experts aims to provide high-level advice in all areas of financial planning, ensuring clients receive specialized expertise in their financial concerns.

Yankee Clipper House of Cards is a charming store located at 274 North Goodman Street in Rochester, New York. This unique institution offers a wide selection of playing cards, card games, and card accessories for enthusiasts of all ages. Whether you're a seasoned card player or just looking for a fun game to play with friends and family, Yankee Clipper House of Cards has something for everyone. With a friendly and knowledgeable staff, this store is the perfect place to find the perfect deck of cards or a new game to add to your collection. Visit Yankee Clipper House of Cards today and discover the joy of card games!

Lifetime Financial Group, LLC is a comprehensive finance, health, and insurance agency located at 35 State Street in Rochester, New York. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, health insurance, or risk management solutions, we are here to provide personalized and reliable services. Contact us today to learn more about how we can help you secure your financial future.

Welcome to Skye Financial Services, your trusted partner in securing a brighter financial future. Located at 528 East Main Street in the heart of Little Falls, New York, we are dedicated to empowering our community with comprehensive financial solutions. At Skye Financial Services, Cathy's top priority is to help clients feel secure and confident about their financial decisions. Whether you're planning for retirement, seeking life insurance, or exploring financial plans and annuities, we are here to guide you every step of the way. Simplify your retirement savings with our hassle-free 401K Rollover and take control of your future by shifting your retirement funds into an IRA.

Relph Benefit Advisors is a reputable insurance agency located at 800 Parker Hill Drive in Rochester, New York, United States. With a team of experienced advisors, they specialize in providing tailored insurance solutions to meet the unique needs of their clients. Whether you are seeking health, life, or disability insurance, Relph Benefit Advisors is committed to helping you find the best coverage options to protect you and your loved ones. Their personalized approach and dedication to customer service set them apart as a trusted partner in the insurance industry. Contact them today to discuss your insurance needs and secure your financial future.

Andrew Olbrich - Prudential Financial is a reputable finance and insurance agency located at 3313 Chili Avenue in Rochester, New York. With a focus on providing top-notch financial planning and insurance services, our dedicated team is committed to helping clients achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment strategies, or insurance coverage, our experienced professionals are here to guide you every step of the way. Trust Andrew Olbrich - Prudential Financial to provide you with personalized solutions and expert advice to meet your financial needs.

Sullivan & Associates Wealth Management is a finance institution located at 572 Titus Avenue, Rochester, New York, United States. Our core values are Service, Stability, Integrity, Experience, and Independence. We offer securities-related services to residents of select states, and investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Insurance products are also available through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that opinions and actions taken on Social Media are those of third parties and do not necessarily reflect our views. By clicking on external links, you will leave the Wells Fargo Advisors website and enter a third-party site. We recommend reviewing their policies and terms to understand what information may be collected.

Transparent Wealth Consulting, LLC is a finance institution located at 3031 Rochester Road in Lakeville, New York, United States. Our team of experienced financial advisors is dedicated to providing transparent and personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we are here to provide expert guidance and support every step of the way. At Transparent Wealth Consulting, LLC, transparency is our priority, and we strive to build long-lasting relationships based on trust and integrity. Contact us today to schedule a consultation and start planning for a secure financial future.

Invessent LLC is a reputable finance institution located at One South Washington Street in Rochester, New York. We specialize in providing expert financial services and investment solutions to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Invessent LLC is here to guide you every step of the way. Trust us to provide personalized, strategic advice and innovative financial solutions tailored to your unique needs. Contact us today to learn more about how we can help you reach your financial goals.

Sage Rutty & Co., Inc. is a reputable finance institution located at 100 Corporate Woods in Rochester, New York, United States. With a strong focus on providing personalized financial solutions for their clients, Sage Rutty & Co., Inc. offers a wide range of services including investment management, retirement planning, estate planning, and more. Their team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals and secure their financial future. Visit Sage Rutty & Co., Inc. today to learn more about how they can help you navigate the complexities of the financial world.

Mark Palazzolo is a Financial Advisor at Ameriprise Financial Services, LLC located at 2024 West Henrietta Road in Rochester, New York, United States. Mark holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Mark's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. Mark is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and ongoing education, Mark Palazzolo is committed to helping clients achieve their financial goals.

Cornerstone Advisory Group is a leading finance institution located at 200 Park Point Drive in Rochester, New York, United States. With a team of experienced professionals, they provide expert financial advice and services to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or estate planning, Cornerstone Advisory Group is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and commitment to helping you secure a strong financial future.

Estate & Financial Planning Associates is a trusted finance institution located at 1200 Jefferson Road in Rochester, New York, United States. Our team of experienced professionals specializes in providing comprehensive estate planning and financial services to help individuals and families achieve their long-term goals. Whether you are looking to create a will, establish a trust, or develop a personalized investment strategy, our dedicated team is here to guide you every step of the way. Trust Estate & Financial Planning Associates to help secure your financial future.

EPIC Retirement Plan Services is a leading financial institution located at 150 State Street in Rochester, New York, United States. Specializing in retirement planning services, EPIC offers expert advice and personalized solutions to help individuals and businesses secure their financial futures. With a team of experienced professionals and a commitment to excellence, EPIC Retirement Plan Services is dedicated to providing top-notch service and support to clients seeking to build and manage their retirement savings effectively. Trust EPIC to guide you towards a secure and prosperous retirement.

TIAA Financial Services is a reputable institution located at 35 Celebration Drive in Rochester, New York, United States. Specializing in banking, finance, and insurance services, TIAA is committed to providing top-notch financial solutions to its clients. With a strong emphasis on customer satisfaction and financial stability, TIAA Financial Services is a trusted partner for individuals and businesses looking to manage their finances effectively. Visit us today to learn more about our comprehensive range of financial services.

L & M Wealth Management is a leading financial institution located at 1840 South Winton Road in Rochester, New York, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Trust L & M Wealth Management to help you secure your financial future.

The Terzioglu Group - Morgan Stanley is a leading financial institution located at 300 Linden Oaks in Rochester, New York, United States. Specializing in finance, the institution offers a wide range of services including investment management, wealth management, and financial planning. With a team of experienced professionals, The Terzioglu Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future.

Primerica is an insurance agency located at 3675 West Henrietta Road in Rochester, New York. They offer a wide range of insurance products and services to help individuals and families protect their financial future. With a focus on providing affordable and customizable coverage options, Primerica is dedicated to helping clients find the right insurance solutions for their needs. Whether you are looking for life insurance, auto insurance, or other types of coverage, Primerica is committed to providing excellent customer service and guidance every step of the way. Visit their office in Rochester to learn more about their insurance offerings and how they can help you secure your financial well-being.

John Reesor - Prudential Financial is a trusted finance and insurance agency located in Rochester, New York, United States. With a commitment to providing top-notch financial services and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, John Reesor - Prudential Financial is here to provide personalized solutions tailored to your unique needs. Contact us today to learn more about how we can assist you in securing your financial future.